Institutions / Community Financial Services Group, LLC
Community Financial Services Group, LLC
CIK 1537319 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$544.60M
Positions
98
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 98 โ
| Company | Value | % of portfolio |
|---|---|---|
| iShares | $40.26M | 7.4% |
| Microsoft Corp | $33.01M | 6.1% |
| Apple Inc. | $26.69M | 4.9% |
| Exxon Mobil Corp | $20.78M | 3.8% |
| Alphabet Inc. | $20.73M | 3.8% |
| Broadcom Inc. | $19.83M | 3.6% |
| NVIDIA Corp | $17.81M | 3.3% |
| iShares MSCI UAE ETF | $16.32M | 3.0% |
| Visa Inc | $14.60M | 2.7% |
| JPMorgan Chase & Co | $14.17M | 2.6% |
| Amazon.com Inc | $13.93M | 2.6% |
| Walmart Inc. | $13.28M | 2.4% |
| Costco Wholesale Corp /New | $11.87M | 2.2% |
| iShares | $11.57M | 2.1% |
| ELI LILLY & Co | $11.50M | 2.1% |
| Meta Platforms Inc | $10.34M | 1.9% |
| Kla Corp | $10.07M | 1.8% |
| Eaton Corp plc | $9.17M | 1.7% |
| Bank of America Corp /De | $8.94M | 1.6% |
| Palo Alto Networks Inc | $8.22M | 1.5% |
| Emerson Electric Co | $8.05M | 1.5% |
| The PNC Financial Services Group, Inc. | $8.05M | 1.5% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $7.77M | 1.4% |
| American Express Co | $7.69M | 1.4% |
| Parker-Hannifin Corp | $7.63M | 1.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ what it's buying and selling.No quarter-over-quarter changes yet โ position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.